Leave management

Approve leave requests, view employees' balances, leave types, automatic accrual, manual grants.

For: Managers, HR

Approve leave requests

Open Leaves → the Leave requests tab, filter by status Pending. Each request shows the leave type, dates, number of days and reason; multi-day requests list every counted day.

• Approve — deducts leave from the pool (the leave type's own pool first, then the shared pool).
• Reject — enter a reason.
• Cancel request — cancels an approved request; the leave is refunded to exactly the pool it was deducted from.

The Pending manager label means the request is still waiting for the direct manager's step-1 approval (when two-step approval is on).

Employees' leave balances

The Current leave balance tab lists everyone's balance. Click a person to see Leave history, where the Deduction ledger tab shows exactly how much each request deducted / refunded and on which pool.

Leave types

The Leave types tab: annual leave, sick leave, personal leave… Each type has a unit (days / hours), whether it is paid, and whether it deducts from the leave pool (off for types such as unpaid leave).

Automatic accrual

The Accrual settings tab: monthly / yearly accrual rules by length of service. The system runs every night.

Manual grants

Use this to enter opening balances, award leave or give compensatory leave.

1. Click Manual grant.
2. Choose the Employee and the Pool for leave type (the shared pool is used by every leave type that deducts from a pool, or a dedicated pool for one type).
3. Enter the amount, the validity period (optional) and a note → Manual grant.